Wealth and Asset Management
Location: Gurgaon, Pune
Job code: 100783
Posted on: Nov 22, 2023
Should have 7+ years of experience in Wealth and Asset management.
Should have strong understanding of financial markets, investment strategies, and excellent client relationship management skills.
Should be conducting regular meetings with clients to understand their financial goals, risk tolerance, and investment preferences.
Should monitor financial markets and economic trends to make informed investment recommendations.
Should perform regular portfolio reviews and rebalancing to ensure alignment with clients' goals and risk profiles.
Collaborate with clients to create comprehensive financial plans, including retirement planning, estate planning, and tax strategies.
Utilize financial planning tools and software to model various scenarios and optimize clients' financial outcomes.
Stay current on a wide range of financial products, including mutual funds, ETFs, stocks, bonds, and alternative investments.
Provide in-depth analysis of investment performance and financial planning outcomes.
Implement risk management techniques to protect clients' portfolios in various market conditions.